Castleview Partners’s Vanguard Extended Market ETF VXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-912
| Closed | -$174K | – | 573 |
|
|
2024
Q4 | $174K | Sell |
912
-1,801
| -66% | -$343K | 0.09% | 201 |
|
|
2024
Q3 | $494K | Sell |
2,713
-2,693
| -50% | -$490K | 0.28% | 82 |
|
|
2024
Q2 | $912K | Buy |
5,406
+363
| +7% | +$61.3K | 0.52% | 41 |
|
|
2024
Q1 | $884K | Buy |
+5,043
| New | +$884K | 0.49% | 43 |
|
|
2023
Q4 | – | Sell |
-6
| Closed | -$860 | – | 901 |
|
|
2023
Q3 | $860 | Buy |
+6
| New | +$860 | ﹤0.01% | 614 |
|